LOYOLA PRESS: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- LOYOLA PRESS (EIN 32-0477771)
- Tax period
- 2015-10-01 to 2016-09-30
- Filed
- 2017-08-14
- IRS object ID
- 201702269349300945
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-08-14T12:47:53-05:00 | ReturnTs |
| Tax Period End | 2016-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1301 W 22ND ST STE 1100 | AddressLine1Txt |
| City | OAK BROOK | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60523 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 320477771 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOYOLA PRESS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOYO | BusinessNameControlTxt |
| Phone | 7732811818 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3441 NORTH ASHLAND AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60657 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | TERENCE BRENNAN | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 7732811818 | PhoneNum |
| Signature | 2017-08-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY S ADAMS | PreparerPersonNm |
| PTIN | P00095597 | PTIN |
| Phone | 6305738600 | PhoneNum |
| Preparation | 2017-08-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Initial Return | Yes (X) | InitialReturnInd |
| Principal Officer | TERENCE BRENNAN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3441 NORTH ASHLAND AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60657 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $40,672,912 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.LOYOLAPRESS.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2015 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | TO PERFORM RELIGIOUS, CHARITABLE, AND EDUCATIONAL ACTIVITIES IN ACCORDANCE WITH THE ROMAN CATHOLIC CHURCH AND THE SOCIETY OF JESUS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 98 | TotalEmployeeCnt |
| Total Volunteers | 13 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $1,053,428 | CYProgramServiceRevenueAmt |
| CY Investment Income | -$633,379 | CYInvestmentIncomeAmt |
| CY Other Revenue | $16,541,836 | CYOtherRevenueAmt |
| CY Total Revenue | $16,961,885 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $318,090 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $8,090,848 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| CY Other Expenses | $8,036,049 | CYOtherExpensesAmt |
| CY Total Expenses | $16,444,987 | CYTotalExpensesAmt |
| CY Revenues Less Expenses | $516,898 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $39,649,916 | TotalAssetsBOYAmt |
| Total Assets EOY | $28,270,633 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,396,154 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,162,424 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $35,253,762 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $25,108,209 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PERFORM RELIGIOUS, CHARITABLE, AND EDUCATIONAL ACTIVITIES IN ACCORDANCE WITH THE TEACHING, HISTORY, AND TRADITIONS OF THE ROMAN CATHOLIC CHURCH AND THE MISSION AND MINISTRY OF THE SOCIETY OF JESUS; TO PROVIDE OPPORTUNITIES FOR CATECHETICAL AND SPIRITUAL GROWTH IN THE ROMAN CATHOLIC TRADITION THROUGH IGNATIAN SPIRITUALITY; AND FOR ANY OTHER RELIGIOUS, CHARITABLE OR EDUCATIONAL PURPOSE THAT IS CONSISTENT WITH THE MISSION. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $11,929,333 | ExpenseAmt |
| Grant | $318,090 | GrantAmt |
| Revenue | $17,562,698 | RevenueAmt |
| Desc | FAITH FORMATION - LOYOLA PRESS PUBLISHES TEXTBOOKS AND RESOURCES CONTAINING PRIMARILY CATHOLIC RELIGIOUS CONTENT IN SUPPORT OF ITS MISSION OF EVANGELIZATION, CATECHESIS AND SPIRITUAL INSPIRATION. FAITH FORMATION SEEKS TO SERVE THE SPIRITUAL NEEDS OF CATHOLICS FROM BIRTH THROUGH ADULT LIFE. OUR K-8 CORE FAITH FORMATION PROGRAMS INCLUDE CHRIST OUR LIFE AND FINDING GOD. SACRAMENTAL PREPARATION PROGRAMS INCLUDE GOD'S GIFT AND CONFIRMED IN THE SPIRIT. MANY PROGRAMS AND RESOURCES ARE OFFERED AS BILINGUAL PROGRAMS AND/OR ALSO INCLUDE ADAPTIVE LEARNING COMPONENTS AND RESOURCES, FURTHER EXPANDING THE REACH OF OUR MINISTRY. LOYOLA PRESS ALSO PUBLISHES A MYRIAD OF OTHER RELIGION READINESS AND MINISTRY AND FORMATION RESOURCES, AS WELL AS INDIVIDUAL BOOKS ON IGNATIAN PRAYER AND SPIRITUALITY, CATHOLIC PRAYER, HISTORY, SPIRITUAL PRACTICES AND SIGNIFICANT CATHOLIC PEOPLE SUCH AS POPE FRANCIS, ST. IGNATIUS OF LOYOLA, AND MANY SAINTS. OUR PUBLICATIONS ALSO INCLUDE GRAMMAR AND WRITING PROGRAMS AND RESOURCES TO DEVELOP STRONG COMMUNICATION SKILLS THAT FACILIATE LEARNING, COMMUNICATING AND PASSING ON THE CATHOLIC FAITH, AND IS IN KEEPING WITH THE TRADITION OF THE JESUITS EXCELLENCE IN EDUCATION. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $0 | ExpenseAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $11,929,333 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 171 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 98 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TERENCE BRENNAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7732811818 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3441 NORTH ASHLAND AVENUE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60657 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ROBERT BIRDSELL | |||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| DANIEL CONSIDINE | |||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT PERKAUS | |||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| TERENCE K BRENNAN | |||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| TERESA LOCKE | |||||||||
| PRESIDENT AND VP, SALES AND MARKETING | 37.50 | Yes (X) | $355,016 | $0 | $115,592 | 0.00 | Yes (X) | ||
| JAMES S PREHN SJ | |||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRENDAN CARROLL | |||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARCO A LOPEZ | |||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| BRADLEY M SCHAEFFER SJ | |||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| PHYLLIS CAVALLONE | |||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| WAYNE MAGDZIARZ | |||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| TRUDY WEISEL | |||||||||
| VP, FINANCE AND OPERATIONS; SECRETARY | 37.50 | Yes (X) | $261,517 | $0 | $30,192 | 0.00 | Yes (X) | ||
| DAVID MCNULTY | |||||||||
| DIRECTOR | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| PAUL CAMPBELL | |||||||||
| PUBLISHER | 37.50 | Yes (X) | $214,654 | $0 | $0 | 0.00 | Yes (X) | ||
| JOELLYN CICCIARELLI | |||||||||
| VP, NEW PRODUCT DEVELOPMENT | 37.50 | $156,196 | $0 | $0 | 0.00 | Yes (X) | |||
| BRET THOMAS | |||||||||
| DIRECTOR, SALES AND CUSTOMER SERVICE | 37.50 | $175,075 | $0 | $0 | 0.00 | Yes (X) | |||
| JUDINE O'SHEA | |||||||||
| DIRECTOR, MARKETING | 37.50 | $155,552 | $0 | $0 | 0.00 | Yes (X) | |||
| TOM MCGRATH | |||||||||
| DIRECTOR, TRADE PRODUCT DEVELOPMENT | 37.50 | $142,373 | $0 | $0 | 0.00 | Yes (X) | |||
| MIKE WINCEK | |||||||||
| DIRECTOR, TECHNOLOGY SERVICES | 37.50 | $123,743 | $0 | $0 | 0.00 | Yes (X) | |||
| KIM SKALMAN | |||||||||
| CONTROLLER | 37.50 | $122,567 | $0 | $0 | 0.00 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,706,693 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $145,784 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HINSHAW & CULBERSTON | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8142 SOLUTIONS CENTER DRIVE | AddressLine1Txt |
| City | CHICAGO | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 60677 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | LEGAL SERVICES | ServicesDesc |
| Compensation | $111,841 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,053,428 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,053,428 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,053,428 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $434,445 | TotalRevenueColumnAmt |
| Exclusion | $434,445 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,676,071 | SecuritiesAmt |
| Other | $20,900 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,711,329 | SecuritiesAmt |
| Other | $53,466 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,035,258 | SecuritiesAmt |
| Other | -$32,566 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,067,824 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$32,566 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | -$1,035,258 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $21,451,586 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $4,946,232 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,505,354 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $16,505,354 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER PUBLISHING INCOME | Desc |
| Business | 323100 | BusinessCd |
| Total Revenue Column | $36,482 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $36,482 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $36,482 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,961,885 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $17,562,698 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$600,813 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,948 | TotalAmt |
| Program Services | $169,948 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,142 | TotalAmt |
| Program Services | $148,142 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,111,026 | TotalAmt |
| Program Services | $191,966 | ProgramServicesAmt |
| Management And General | $919,060 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,289,235 | TotalAmt |
| Program Services | $4,344,351 | ProgramServicesAmt |
| Management And General | $944,884 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $488,420 | TotalAmt |
| Program Services | $255,822 | ProgramServicesAmt |
| Management And General | $232,598 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $784,222 | TotalAmt |
| Program Services | $621,759 | ProgramServicesAmt |
| Management And General | $162,463 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $417,945 | TotalAmt |
| Program Services | $322,107 | ProgramServicesAmt |
| Management And General | $95,838 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,424 | TotalAmt |
| Management And General | $125,424 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,578 | TotalAmt |
| Management And General | $88,578 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,473 | TotalAmt |
| Management And General | $37,473 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,744,711 | TotalAmt |
| Program Services | $2,562,262 | ProgramServicesAmt |
| Management And General | $182,449 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $731,450 | TotalAmt |
| Program Services | $731,058 | ProgramServicesAmt |
| Management And General | $392 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,203,967 | TotalAmt |
| Program Services | $405,635 | ProgramServicesAmt |
| Management And General | $798,332 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $496,746 | TotalAmt |
| Program Services | $4,574 | ProgramServicesAmt |
| Management And General | $492,172 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $685,263 | TotalAmt |
| Program Services | $556,494 | ProgramServicesAmt |
| Management And General | $128,769 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $333,592 | TotalAmt |
| Program Services | $333,592 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,279 | TotalAmt |
| Management And General | $55,279 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $226,293 | TotalAmt |
| Program Services | $178,083 | ProgramServicesAmt |
| Management And General | $48,210 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,626 | TotalAmt |
| Management And General | $82,626 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| WAREHOUSE AND DISTRIBUT | $573,315 | $573,315 | |
| COST OF PUBLICATIONS SA | $530,225 | $530,225 | |
| BANK SERVICE CHARGES | $87,551 | $87,551 | |
| TAXES AND COMPLIANCE CO | $31,819 | $31,819 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,737 | TotalAmt |
| Management And General | $1,737 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,444,987 | TotalAmt |
| Program Services | $11,929,333 | ProgramServicesAmt |
| Management And General | $4,515,654 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,662 | BOYAmt |
| EOY | $863 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,675,249 | BOYAmt |
| EOY | $2,787,699 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,958,321 | BOYAmt |
| EOY | $5,207,327 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,804,945 | BOYAmt |
| EOY | $4,954,616 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,874 | BOYAmt |
| EOY | $253,424 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,141,006 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,809,116 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,348,709 | BOYAmt |
| EOY | $1,331,890 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,359,973 | BOYAmt |
| EOY | $13,565,557 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $189,183 | BOYAmt |
| EOY | $169,257 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,649,916 | BOYAmt |
| EOY | $28,270,633 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,502,449 | BOYAmt |
| EOY | $2,275,265 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $893,705 | BOYAmt |
| EOY | $887,159 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,396,154 | BOYAmt |
| EOY | $3,162,424 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,253,762 | BOYAmt |
| EOY | $25,108,209 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,253,762 | BOYAmt |
| EOY | $25,108,209 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,649,916 | BOYAmt |
| EOY | $28,270,633 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $516,898 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,337,549 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$12,000,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Church | Yes (X) | ChurchInd |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $293,210 | OtherCostOrOtherBasisAmt |
| Depreciation | $37,227 | DepreciationAmt |
| Book Value | $255,983 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,990,656 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,670,524 | DepreciationAmt |
| Book Value | $320,132 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $857,140 | OtherCostOrOtherBasisAmt |
| Depreciation | $101,365 | DepreciationAmt |
| Book Value | $755,775 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,331,890 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACCRUED ROYALTIES | Desc |
| Amt | $887,159 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $887,159 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $18,624,527 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,337,549 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $330,000 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $1,667,549 | RevenueNotReportedAmt |
| Revenue Subtotal | $16,956,978 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $37,473 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | -$32,566 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $4,907 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,961,885 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $28,770,080 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $330,000 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $12,032,566 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $12,362,566 | ExpensesNotReportedAmt |
| Expenses Subtotal | $16,407,514 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $37,473 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $37,473 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $16,444,987 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | LOYOLA IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC). IN ADDITION, LOYOLA QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | LOSS ON DISPOSAL OF PROPERTY AND EQUIPMENT -32,566. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | TRANSFER OF ASSETS TO THE USA MIDWEST PROVINCE OF THE SOCIETY OF JESUS 12,000,000. LOSS ON DISPOSAL OF PROPERTY AND EQUIPMENT 32,566. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $0 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $0 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (2 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|
| EUROPE | CHARITABLE CONTRIBUTION | $100,000 | WIRE TRANSFER | FMV |
| EUROPE | CHARITABLE CONTRIBUTION | $48,142 | WIRE TRANSFER | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SUPPORT AND ASSISTANCE REPRESENT UNRESTRICTED CHARITABLE CONTRIBUTIONS RATHER THAN GRANTS AND ASSISTANCE ISSUED IN CONNECTION WITH A FORMAL PROGRAM. AS SUCH, PROCEDURES FOR MONITORING USE AND SELECTION CRITERIA ARE NOT RELEVANT TO THE CONTRIBUTIONS ISSUED. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| CRISTOREY | |||||||
| 1852 W 22ND PLACE | CHICAGO | IL | 60608 | 364067307 | 501(C)(3) | $10,000 | SPONSORSHIP |
| CHICAGO JESUIT ACADEMY | |||||||
| 5058 WEST JACKSON BOULEVARD | CHICAGO | IL | 606444324 | 202091040 | 501(C)(3) | $5,000 | CHARITABLE CONTRIBUTION |
| SANTA CLARA UNIVERSITY THEOCOM | |||||||
| 500 EL CAMINO REAL | SANTA CLARA | CA | 95053 | 941156617 | 501(C)(3) | $10,000 | SPONSORSHIP |
| UNITED STATES CONFERENCE OF CATHOLIC BISHIPS | |||||||
| 3211 FOURTH STREET NE | WASHINGTON | DC | 20017 | 530196617 | 501(C)(3) | $35,000 | SPONSORSHIP |
| NATIONAL CATHOLIC ASSOCIATION OF DIOCESAN DIRECTORS OF HISPANIC MINISTRY | |||||||
| 1328 WEST DRAGON TR | MISHAWAKA | IN | 46544 | 582068522 | 501(C)(3) | $8,000 | SPONSORSHIP |
| ARCHDIOCESE OF CHICAGO CATHOLIC CHARITIES | |||||||
| 835 N RUSH STREET | CHICAGO | IL | 606112030 | 362170826 | 501(C)(3) | $6,800 | SPONSORSHIP |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SUPPORT AND ASSISTANCE REPRESENT UNRESTRICTED CHARITABLE CONTRIBUTIONS RATHER THAN GRANTS AND ASSISTANCE ISSUED IN CONNECTION WITH A FORMAL PROGRAM. AS SUCH, PROCEDURES FOR MONITORING USE AND SELECTION CRITERIA ARE NOT RELEVANT TO THE CONTRIBUTIONS ISSUED. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TERESA LOCKE | ||||||||||||||
| PRESIDENT AND VP, SALES AND MARKETIN | $355,016 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $355,016 | $0 | $0 | $0 |
| TRUDY WEISEL | ||||||||||||||
| VP, FINANCE AND OPERATIONS; SECRETAR | $261,517 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $261,517 | $0 | $0 | $0 |
| PAUL CAMPBELL | ||||||||||||||
| PUBLISHER | $214,654 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $214,654 | $0 | $0 | $0 |
| JOELLYN CICCIARELLI | ||||||||||||||
| VP, NEW PRODUCT DEVELOPMENT | $156,196 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $156,196 | $0 | $0 | $0 |
| BRET THOMAS | ||||||||||||||
| DIRECTOR, SALES AND CUSTOMER SERVICE | $150,015 | $0 | $25,060 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $175,075 | $0 | $0 | $0 |
| JUDINE O'SHEA | ||||||||||||||
| DIRECTOR, MARKETING | $136,002 | $0 | $19,550 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $155,552 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | ESTABLISHMENT OF CEO/EXECUTIVE DIRECTOR COMPENSATION IS PERFORMED BY THE FORMER CEO, FORMER CFO AND BOARD CHAIR. A SALARY ASSESSOR BY ECONOMIC RESEARCH INSTITUTE AND THREE POINT CONSULTING CONDUCTS A REVIEW AND A LETTER IS PROVIDED TO THE CEO. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | THE ORGANIZATION HAS A BOARD OF MEMBERS. IT IS ONE CLASS OF MEMBERS THAT ARE APPOINTED BY THE PROVINCIAL OF THE PROVINCE. EACH MEMBER SHALL BE A MEMBER OF THE SOCIETY OF JESUS IN GOOD STANDING. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ORGANIZATION ALSO HAS A BOARD OF DIRECTORS THAT IS ELECTED OR APPOINTED BY THE BOARD OF MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE BOARD OF DIRECTORS APPROVES EXECUTIVE COMPENSATION, THE ANNUAL BUDGET, BANKING AGREEMENTS AND ANY MATERIAL, UNBUDGETED EXPENDITURES. ALL MEMBERS OF THE BOARD OF DIRECTORS HAVE EQUAL VOTING RIGHTS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WILL BE REVIEWED FOR ACCUARACY AND COMPLIANCE WITH PERTINENT RULES AND REGULATIONS WITH THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS WHICH INCLUDES THE CHIEF FINANCIAL OFFICER. |
| FORM 990, PART VI, SECTION B, LINE 15 | REVIEW AND APPROVAL OF MANAGEMENT COMPENSATION IS PERFORMED BY THE FORMER CEO, FORMER CFO AND BOARD CHAIR. A SALARY ASSESSOR BY ECONOMIC RESEARCH INSTITUTE AND THREE POINT CONSULTING CONDUCTS A REVIEW AND A LETTER IS PROVIDED TO THE CEO. THE SAME PROCESS IS USED TO REVIEW AND APPROVE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES. |
| FORM 990, PART VI, SECTION C, LINE 19 | ORGANIZATIONAL DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | ADMINISTRATIVE SUPPORT - TEMPORARY: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 48,608. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 48,608. EDITORIAL, PRODUCTION, AND DESIGN SERVICES: PROGRAM SERVICE EXPENSES 2,529,462. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,529,462. PROFESSIONAL STAFF DEVELOPMENT AND TRAINING: PROGRAM SERVICE EXPENSES 32,800. MANAGEMENT AND GENERAL EXPENSES 81,536. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 114,336. PAYROLL PROCESSING AND BENEFITS ADMINISTRATION: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 52,305. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 52,305. |
| FORM 990, PART XI, LINE 9: | TRANSFER OF ASSETS TO THE USA MIDWEST PROVINCE OF THE SOCIETY OF JESUS -12,000,000. |
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